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Richard W. Paul & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Richard W. Paul & Associates’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Sell
4,667
-81
-2% -$20.9K 0.39% 74
2025
Q4 		$1.17M Sell
4,748
-666
-12% -$164K 0.39% 67
2025
Q3 		$1.31M Sell
5,414
-265
-5% -$60.8K 0.45% 57
2025
Q2 		$1.23M Buy
5,679
+304
+6% +$61.2K 0.44% 53
2025
Q1 		$1.07M Sell
5,375
-470
-8% -$102K 0.42% 56
2024
Q4 		$1.29M Sell
5,845
-592
-9% -$135K 0.47% 52
2024
Q3 		$1.42M Sell
6,437
-530
-8% -$113K 0.51% 45
2024
Q2 		$1.41M Sell
6,967
-856
-11% -$173K 0.55% 44
2024
Q1 		$1.65M Sell
7,823
-1,346
-15% -$269K 0.66% 34
2023
Q4 		$1.84M Sell
9,169
-196
-2% -$35.1K 0.77% 27
2023
Q3 		$1.66M Buy
9,365
+9,235
+7,104% +$1.73M 0.76% 30
2023
Q2 		$24.4K Sell
130
-22
-14% -$3.92K 0.01% 255
2023
Q1 		$27.2K Buy
152
+9
+6% +$1.66K 0.01% 246
2022
Q4 		$25K Buy
+143
New +$25.4K 0.01% 253

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Richard W. Paul & Associates's IWM Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2026, selling an estimated $20.9K and leaving 4,667 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #74.

Richard W. Paul & Associates first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Richard W. Paul & Associates held 4,667 shares of iShares Russell 2000 ETF worth $1.16M as of Q1 2026.
  • Richard W. Paul & Associates sold 81 iShares Russell 2000 ETF shares in Q1 2026, an estimated $20.9K.
  • iShares Russell 2000 ETF made up 0.39% of Richard W. Paul & Associates's portfolio in Q1 2026, its #74 holding.
  • Richard W. Paul & Associates first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's iShares Russell 2000 ETF position peaked at $1.84M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.